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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,098 | $98,766-74.6% | $149,730-83.2% | $79,852-68.6% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 34.76% | 27.43%+7.3pp | 276.70%-241.9pp | 31.72%+3.0pp |
| Employer contribution / active EE | $3,195 | $3,217-0.7% | $4,645-31.2% | $2,471+29.3% |
| Participant deferral / active EE | $5,217 | $5,681-8.2% | $6,843-23.8% | $3,740+39.5% |
| Admin fee / account holder | $2,341 | $6,052-61.3% | $9,310-74.9% | $5,306-55.9% |